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FREE STRATEGY HOUR  ·  1 CPE CREDIT AVAILABLE

Real Estate Development with a Charitable Option Donation (Fee Simple)
How Clients Can Donate Property, Support a Charitable Cause, and Potentially Unlock Large Tax Benefits

 Date-Time-Icon-Violet - (344x317)Wednesday, October 7th, 2026  |  12PM EST/ 9AM PT

Chase Ravsten Headshot- Light Blue Circle

Chase Ravstens
President
Vistia Capita

Dave Headshot- Light Blue Circle

Dave Lukas 
CEO
TaxPlanIQ

Eric Hoen Headshot- Light Blue Circle

Eric Hoens 
Director of Operations
Vistia Capita

Join us for a live, one-hour session where we walk you through everything you need to know about Real Estate Development with a Charitable Option Donation strategy.

Save Your Seat
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Violet Checkmark - Rounded (1)What the Medical Device Charitable Donation strategy is

Violet Checkmark - Rounded (1)How the Medical Device Charitable Donation strategy differs from other strategies for high-income earners

Violet Checkmark - Rounded (1)The ideal client profile for this strategy

Violet Checkmark - Rounded (1)Clients who may not be a good fit for this strategy

 Violet Checkmark - Rounded (1)If the strategy can be used year after year, or if it’s a one-time use

Violet Checkmark - Rounded (1)How to implement this strategy from start to finish

Violet Checkmark - Rounded (1)How it's reported on the tax return

Violet Checkmark - Rounded (1)Where this strategy falls on the audit-risk spectrum

Violet Checkmark - Rounded (1)Your role as the accountant and what Life Impact Partners handles for you

About Your Hosts

Meet The Experts

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Chase Ravsten Headshot- Light Blue Circle

Chase Ravsten

President of Vistia Capital

As a Vice President at Vistia Capital, Chase oversees raising capital, business development, and providing the best alternative investments and opportunities for his clients. With over 14 years of experience in various sales and advisory roles in the financial services industry, Chase brings a personalized approach that utilizes his knowledge of investments, retirement, and strategic planning.
Chase works to ensure that his clients have the information and resources to make sound financial decisions. He believes that building long-term relationships with clients is the best way to help them reach their goals no matter what stage of life they are in.

Chase holds his series 7 and 63 licenses and a Bachelor’s degree in Entrepreneurship, with minors in Spanish, and Financial Planning from Utah State University.

Chase loves spending time with his wife and three beautiful girls. An avid outdoorsman, Chase stays active mountain biking and skiing. As an active member of his community, he has been involved in Boy Scouts, numerous charities, and helping those in need.

Eric Hoen Headshot- Light Blue Circle

Eric Hoen

Director of Operations at Vistia Capital

Eric Joined Vistia Capital in 2020 as an Associate Regional Vice President after 15 successful years leading sales teams and developing business opportunities for Cintas and Enterprise Rent-A-Car. An endless reserve of energy and enthusiasm and the perspective to always keep his client’s best interests at heart when exploring options in alternative real estate investments remain the keys to his success.
A skilled negotiator, Eric has extensive expertise in cross-functional sales training, leadership development, talent acquisition, multi-site management, and strategic planning and execution. Eric has delivered expert-level results in growth, sales, and retention throughout his career through outstanding customer service and high-level operational experience.

Eric attended the University of Wyoming, graduated with a BS in Inorganic Chemistry, and conducted Master’s studies in Atmospheric Science. When he’s not making new connections, Eric enjoys spending time with his kids, watching ice hockey, and hiking some of Colorado’s highest peaks.

Ready to learn about the Real Estate Development with a Charitable Option Donation (Fee Simple) strategy?

Wednesday, October 7 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit

Disclaimer: TaxPlanIQ provides tax strategy education and due diligence analysis for informational purposes only and does not provide taxpayer-specific tax or legal advice or approve implementation for any taxpayer. Tax outcomes depend on the specific facts, structure, documentation, execution, and applicable authority, and advisors are responsible for independently evaluating each strategy and its suitability for their clients. Strategies should not be recommended or implemented based on this presentation alone.